TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on retirement planning and protection.

Techtalk

COLLECTIVE DEFINED CONTRIBUTION

We explain the features, advantages and disadvantages of this third alternative to fully defined benefit or fully defined contribution pension provision.

BUDDYING UP – BLOCK TRANSFERS, PROTECTED TAX-FREE CASH & EARLY RETIREMENT AGES

The rules for both types of block transfer – buddy transfers and transfers to s32 plans on scheme wind-up – plus the related opportunities.

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DB SCHEMES – BENEFITS & TAX TREATMENT EXPLAINED

We explain scheme pensions, tax-free cash and death benefits – and their tax treatment – as provided by DB schemes.

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CREATING TRANSPARENCY – DEMYSTIFYING THE UNDERWRITING OF DIABETES

We continue to demystify protection underwriting by explaining our approach to diabetes disclosures.

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SCOTTISH INCOME TAX AND PENSIONS

A summary of the different treatment of Scottish taxpayers under the relief-at-source pension tax relief system.

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TAX RELIEF – YOUR QUESTIONS ANSWERED

A summary of recently asked questions on pension tax relief.

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ACTING IN THE CUSTOMER’S BEST INTERESTS

The Insurance Distribution Directive requires advisers to act in the best interests of customers. This article reflects on how the protection advice process needs to change emphasis in order to deliver on this requirement.

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